$CVS · Meet Kevin · 2026-11-04
CVS长期以来是说话者的最爱之一，原因是其药房业务部门的扭亏为盈以及拆分为两家上市公司；第三季度营收为1084亿，并上调了全年盈利指引。股价可能尚未反映这一点，但股市在大变化上常常出错；视频还指出，尽管面对沃尔玛和亚马逊，CVS仍实现了两年的市场份额增长，这归功于经营实力。
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CBS Health 一直是我最看好的之一，因为药店业务出现了转机，它正在拆分成两家上市公司。它公布第三季度营收 1084 亿，并上调了全年盈利展望。从股价上看不出来，但面对重大变化时，股价往往是错的。
CBS Health, long one of my favorites because of the turn that has happened in the in the drugstore division, uh, is splitting into two public companies. This reports third quarter revenue of 108.4 billion, raises its fullear earnings outlook.
You can't tell from the stock, but stocks are often wrong when it [music] comes to what big changes.
这个季度我看到了一个令人担忧的趋势，我想试着感受一下。我知道 Walmart 已决定在你的品类里非常激进地推进，Amazon 在你的品类里也变得激进。你现在是不是正在被它们抢走份额？
>> 不，恰恰相反。过去两年 CVS 一直在提升份额，因为经营实力强。
I saw this quarter a worrisome trend. I want to try to get some uh feel for it. I know that Walmart has decided to go in very aggressively in your category and Amazon's gotten aggressive in your category.
Are you losing share to those right now? >> No, exactly the opposite. CVS has been gaining share um for the last two years because of the operating strength.